Things to Consider When Choosing a Financial Advisor

Read Time: 2 Min
The relationship with a financial advisor should be trusting and supportive, as you likely will discuss personal issues like your financial goals and dreams.

Questions to Ask a Financial Advisor

Start your search by asking a friend, family member or someone else you trust about their experiences with financial advisors. This information could be helpful as you decide which financial advisors to learn more about.

When speaking with a prospective Financial Advisor, consider asking these questions, and make sure you understand and are comfortable with their answers.

  • What is your approach to financial planning?
  • Are you a fiduciary?
  • How often will we meet?
  • How are you compensated?
  • Do you have any account minimums?
  • Will you work with other advisors, like CPAs or attorneys?
  • What services do you provide?
  • What type of clients do you typically work with?

Huntington Advisory Resource Group is here to help.

It doesn't matter how old you are, your income, your debt, your goals, or responsibilities, it's likely no longer sufficient to just save for retirement. One should also consider investing for retirement after fully assessing the risks associated with the investments under consideration. Call Huntington's Advisory Resource Group at 800-530-1690, or use Advisor Connect to learn more about advisors who may be a good match given your goals and finances.

Research shows that investors whose advisors help with financial planning, asset class selection and allocation, and re-balancing and tax management, have realized around 3% value add annually.† Keep in mind that individual results are not guaranteed and may vary from the study's findings.

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† Envestment PMC. 2019. Capital Sigma: The Advisor Advantage. Accessed May 16, 2023.

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